FORMS & RESOURCES & POLICIES

BOOK CLUB

Holy Trinity Sales – Core Company Policies

(Applicable to All Employees, Contractors, Managers, and Sales Representatives)

1. Code of Conduct & Ethics Policy

Holy Trinity Sales expects all team members to uphold the highest standards of professionalism and integrity.
All employees and sales representatives must:

Demonstrate honesty, accountability, and transparency in all interactions.

Treat customers, peers, and leadership with respect and courtesy.

Represent the company in a way that reflects our values, culture, and mission.

Act ethically in all sales interactions—no deception, misrepresentation, or manipulation is permitted.

Comply with all federal, state, and local laws governing sales practices.

Maintain accurate records, documentation, and reporting.

Violations of this policy may result in disciplinary action up to and including termination.

2. Non-Discrimination & Anti-Harassment Policy

Holy Trinity Sales maintains a zero-tolerance stance on discrimination, harassment, or retaliation of any kind.

Prohibited behaviors include but are not limited to:

Verbal, physical, or visual harassment

Harassment based on race, color, religion, gender, identity, national origin, age, disability, or any protected status

Sexual harassment in any form

Retaliation against anyone who reports a violation in good faith

All employees must complete required anti-harassment training.
Concerns should be reported immediately to leadership following the Reporting & Escalation Policy.

3. Drug & Alcohol Policy

Holy Trinity Sales is committed to maintaining a safe, productive, and substance-free environment.

The use, possession, or distribution of illegal drugs or alcohol during work hours, in company vehicles, during travel, or while representing the company is prohibited.

Employees must not report to work under the influence of any substance that impairs judgment or performance.

The company may require drug/alcohol testing where permitted by law.

Violation of this policy may lead to suspension or termination.

4. Social Media & Public Image Policy

Every staff member and sales representative is a public face of Holy Trinity Sales. To protect the company’s brand:

Do not post confidential information, customer details, or internal company data online.

Avoid sharing any content that could harm the company’s public image, including inappropriate, offensive, or controversial posts.

Personal accounts must not be used to disparage customers, coworkers, or competitors.

Company-branded content must be approved by leadership or marketing before posting.

Reps may not create unofficial company pages or groups without permission.

Failure to comply may result in corrective action.

5. Confidentiality & Non-Disclosure Policy

All employees and contractors must keep the following information strictly confidential:

Customer data and personal information

Sales scripts, training materials, and proprietary processes

Pay structures, commissions, bonuses, and internal compensation models

Lead lists, territories, and CRM data

Company strategies, vendor agreements, and operational plans

This obligation continues even after separation from the company.
Unauthorized disclosure may result in termination and legal action.

6. Religious & Cultural Respect Policy

Holy Trinity Sales is a faith-based organization rooted in Christian values.
However, we are committed to creating an inclusive and respectful environment for individuals of all beliefs, backgrounds, and cultures.

No employee is required to participate in religious activities.

All are expected to respect company-wide standards such as integrity, service, and unity.

Discrimination or disrespect based on religious or cultural differences is strictly prohibited.

7. Technology & Device Usage Policy

To maintain accuracy, security, and operational efficiency:

Company devices (iPads, tablets, phones) must be used only for work-related tasks.

CRM entries must be accurate, complete, and updated in real time.

GPS tracking may be used for safety, routing, mileage, or accountability.

Reps are responsible for the care and return of company devices.

Unauthorized software, apps, or alterations to company devices are prohibited.

Misuse of devices may result in disciplinary action or financial responsibility for damages.

8. Health & Safety Policy

Holy Trinity Sales prioritizes the well-being of every team member. All employees must:

Follow safe driving practices in company or personal vehicles while on duty.

Wear appropriate clothing and gear based on weather and job location.

Avoid entering unsafe neighborhoods or situations; notify leadership if safety concerns arise.

Follow emergency procedures for severe weather, accidents, injuries, or unsafe conditions.

Report all incidents immediately.

Safety violations can result in corrective action.

9. Conflict of Interest Policy

To protect the integrity of the business:

Employees may not represent or sell for any competing brand, dealer, or industry partner while employed.

Personal business ventures must not conflict with responsibilities to Holy Trinity Sales.

Reps may not divert leads, customers, or sales opportunities for personal gain.

Employees must disclose potential conflicts of interest to leadership immediately.

Failure to disclose conflicts may result in termination.

10. Reporting & Escalation Policy

Holy Trinity Sales provides a clear chain of command for resolving issues:

Direct Supervisor or Team Lead

Regional Manager

Director of Sales / Corporate Leadership

HR or Executive Leadership (for sensitive matters)

Report immediately if you experience:

Harassment or discrimination

Safety concerns

Fraud, unethical behavior, or policy violations

Conflicts between team members

Compensation or commission discrepancies

Reports made in good faith will be handled confidentially and without retaliation.

Holy Trinity Sales – Employee & Administrative Team Policies (W-2 Staff)

1. Employment Classification Policy

Holy Trinity Sales classifies employees to ensure proper compensation, benefits, and compliance with federal and state laws.

Employment Categories:

Full-Time Employees

Typically work 30+ hours per week on a consistent schedule.

Eligible for company benefits, PTO, and holiday pay.

Part-Time Employees

Work less than 30 hours per week or on variable/seasonal schedules.

May be eligible for limited benefits depending on hours worked and state requirements.

Contract or Temporary Workers

Hired for a specific project, time period, or seasonal need.

Not eligible for employee benefits unless specified otherwise.

Must comply with company policies while working on behalf of Holy Trinity Sales.

Classification may be adjusted based on business needs, performance, or regulatory updates.

2. Compensation & Payroll Policy

Holy Trinity Sales is committed to fair, accurate, and timely compensation for all employees.

Pay Schedules

All W-2 employees are paid biweekly (or weekly if required by state law).

Paychecks include wages, overtime, approved bonuses, and reimbursements when applicable.

Overtime

Non-exempt employees are eligible for overtime pay at 1.5× the regular rate for hours worked over 40 in a week (or state-specific rules).

Overtime must be approved in advance by a supervisor.

Salary vs. Hourly vs. Commission

Salary employees are paid at a fixed rate per pay period.

Hourly employees are paid for actual hours worked, tracked through the company’s timekeeping system.

Commissioned or hybrid employees receive commission only when expressly defined, and commissions are paid after verification and clearance periods.

Payroll discrepancies must be reported within 48 hours for correction.

3. Benefits & Time-Off Policy

Holy Trinity Sales provides competitive benefits to support employee well-being and work-life balance.

Paid Time Off (PTO)

Full-time employees accrue PTO based on tenure and position level.

PTO must be scheduled in advance unless used for illness or emergencies.

PTO requests are subject to supervisor approval.

Sick Days

Sick leave is provided in accordance with federal, state, and local requirements.

Employees may be required to provide documentation for absences longer than three days.

Paid Holidays

Holy Trinity Sales observes a set of company holidays each year.
Employees scheduled to work on a holiday may receive additional pay or PTO, depending on role.

Family & Medical Leave

Eligible employees may take unpaid leave under FMLA or comparable state laws.

Employees should provide as much advance notice as possible.

Bereavement Leave

Employees may receive up to 3 paid days for the loss of an immediate family member.

Additional unpaid leave may be approved upon request.

Benefit eligibility varies by employment classification and state regulations.

4. Remote Work & Office Attendance Policy

Holy Trinity Sales supports flexible work arrangements where appropriate.

Remote Work Expectations

Employees must maintain reliable internet, a professional workspace, and consistent availability.

All company data must be stored and accessed through approved systems only.

Communication via Slack, email, phone, or CRM must remain timely and responsive.

Office Attendance

Some roles require set office hours or in-person attendance for meetings, training, or operational duties.

Employees are expected to be punctual and comply with assigned schedules.

Communication Cadence

Remote employees must:

Attend scheduled team meetings

Provide daily or weekly work summaries (depending on department)

Remain reachable during defined work hours

Failure to meet expectations may result in reassignment or revocation of remote privileges.

5. Expense Reimbursement Policy

Holy Trinity Sales reimburses legitimate business-related expenses incurred during approved work activities.

Company Card Usage

Company cards may only be used for pre-approved business expenses.

Personal charges are strictly prohibited and may result in disciplinary action.

Receipts must be submitted within 48 hours.

Mileage Reimbursement

Employees using personal vehicles for work-related travel may receive mileage reimbursement at the current IRS rate.

Mileage logs must include date, purpose, and odometer readings.

Expense Approvals

All expenses must be approved by a supervisor or department head before purchase.

Unauthorized expenses may not be reimbursed.

6. Professional Development Policy

Holy Trinity Sales invests in employee growth and skill development.

Training & Continuing Education

Employees may participate in company-sponsored training programs, certifications, or workshops.

Certain roles may have mandatory training requirements.

Training Stipends

With approval, employees may receive financial support for relevant courses, seminars, or certifications that directly enhance job performance.

Promotion Pathways

Promotions are based on performance, leadership, skill development, and company need.

Employees are encouraged to discuss career goals with their supervisors during performance reviews.

7. Termination & Exit Policy

Holy Trinity Sales follows a structured process for voluntary and involuntary separation.

Notice Requirements

Employees are encouraged to provide two weeks’ notice when resigning.

Leadership may waive or modify the notice period as needed.

Return of Equipment

Upon separation, employees must return:

Company laptops, tablets, phones, badges, and accessories

Documents, files, and confidential information

Company credit cards and keys

Failure to return equipment may result in charges deducted from final pay where legally allowed.

Final Pay Procedures

Final wages will be paid in accordance with state law (same day, next business day, or next pay cycle depending on jurisdiction).

Accrued but unused PTO will be paid out where required by law or company policy.

Commission or bonus pay will be issued after verification of eligible work performed prior to the termination date.

Exit interviews may be requested to gather feedback and ensure smooth transition.

8. Performance Review Policy

Holy Trinity Sales conducts regular performance evaluations to support job excellence and professional growth.

Evaluation Frequency

Performance reviews typically occur annually or semi-annually, depending on department.

Additional check-ins may occur quarterly or monthly as needed.

Review Criteria

Evaluations may assess:

Quality and consistency of work

Communication and responsiveness

Team collaboration

Goal achievement

Leadership potential

Adherence to company values and policies

Goal Tracking & Development Plans

Employees may receive individualized performance goals.

Development plans may include additional training, mentorship, or skill-building assignments.

Employees not meeting expectations may be placed on a Performance Improvement Plan (PIP).

Holy Trinity Sales — Sales Force Policies (1099 Reps, Technicians, and Field Leaders)

1. Independent Contractor Agreement Policy

Holy Trinity Sales engages sales representatives, technicians, and certain field leaders as independent contractors (1099). This classification is essential for IRS and state compliance.

Key Provisions

Contractors determine their own working hours, methods, and day-to-day activities.

Contractors are not employees and do not receive PTO, benefits, or hourly wages.

Contractors are responsible for their own taxes, insurance, and legal obligations.

Compensation is based on production, as outlined in the Commission & Pay Policy.

Contractors must sign the official Independent Contractor Agreement (ICA) before field deployment.

Compliance Requirement

Contractors must operate within all federal and state guidelines for independent contractors. Misclassification violations (misleadingly acting as an “employee”) are prohibited.

2. Commission & Pay Policy

Payout Schedule

Commissions are paid based on verified installs, activations, or service completions.

Payouts are processed weekly or biweekly, depending on provider timelines.

Some products/services may include a delay window (e.g., 7–21 days) before payment eligibility.

Clawbacks

A clawback may occur when:

A customer cancels during the provider’s grace period.

Fraud, misrepresentation, or improper sales practices are identified.

Chargebacks or unpaid balances occur on customer accounts.

Chargebacks

Providers reserve the right to issue chargebacks against commissions.

Chargebacks may be deducted from future commissions.

Bonuses

Performance bonuses, verification bonuses, and incentives are paid after requirements are met and validated by leadership.

3. Deduction Policy

All deductions are fully transparent and may include:

Credit card processing fees for paid incentives or reimbursements

Chargebacks from customers or providers

Device deductions if equipment is lost or damaged

Housing or travel charges (if applicable and agreed upon)

Unreturned materials or inventory

Deductions will never be applied without documentation or written policy justification.

4. Recruiting & Team Override Policy

Holy Trinity Sales supports leadership development through team building.

Override Structure

Recruiters may earn override commissions on verified installs completed by their recruited reps.

Overrides depend on market, provider, agreement tier, and leadership approval.

Leader Responsibilities

Coaching, training, and accountability for team members

Daily communication with their team

Ensuring accuracy in territory assignments, compliance, and reporting

Upholding housing, vehicle, and culture standards (if they manage reps in these areas)

Leaders may lose override eligibility if misconduct, neglect, or policy violations occur.

5. Housing & Travel Policy

Some markets include company-arranged housing.

Company Responsibilities

Providing approved housing options (when applicable)

Covering base rent or partial rent for qualifying reps or leaders (per program guidelines)

Ensuring safe, clean accommodations

Rep Responsibilities

Maintaining cleanliness, respect, and proper behavior

Paying agreed-upon housing fees or deposits

Completing a move-in / move-out checklist

Reporting damages immediately

Following quiet hours and local rules

Travel

Travel costs may be reimbursed, co-funded, or rep-paid depending on incentive eligibility or market assignment.

Damage, theft, or misconduct may result in fees or removal from housing.

6. Vehicle & Transportation Policy

Driving Standards

Reps must obey all traffic laws and maintain safe driving habits.

Distracted driving (texting, CRM entry, social media) is prohibited while operating a vehicle.

Driving under the influence results in immediate termination of contract.

Insurance Requirements

Reps must maintain valid auto insurance meeting state minimums.

Proof of insurance may be required before field deployment.

Reimbursement Rules

Mileage reimbursement is offered only when approved in advance.

Company vehicles (if provided) must be kept clean and used for business purposes only.

7. Uniform & Appearance Policy

Reps represent the Holy Trinity Sales brand at every door.

Required Standards

Clean, presentable attire suitable for professional door-to-door sales

Company-issued shirts, jackets, or hats when applicable

Closed-toe shoes

Name badge visible at all times

Personal hygiene maintained daily

Prohibited

Offensive or revealing clothing

Damaged, stained, or unprofessional attire

Strong cologne/perfume

Earbuds or loud music while working

8. Sales Area & Territory Policy

Territory Assignments

Assigned by leadership based on market availability, performance, and staffing needs.

Reps may not self-select territories unless authorized.

Rotation & Rules

Daily or weekly territory rotations may apply.

Reps may not return to previously knocked areas unless instructed.

Territory disputes must be escalated to the field manager—not argued in the field.

Violating territory rules can lead to removal from a team or loss of production credit.

9. Licensing, Permitting & Compliance Policy

Most cities/states require permits for door-to-door solicitation.

Requirements

Reps must complete background checks where required.

Reps must have an active permit/badge before working.

Reps must carry their badge at all times.

Reps must comply with local laws (no soliciting after hours, no restricted zones).

Holy Trinity Sales may assist with paperwork but reps are responsible for submitting accurate information.

10. Sales Ethics & Customer Representation Policy

Holy Trinity Sales enforces strict truth-in-selling standards.

Prohibited Tactics

Misrepresenting products, pricing, promotions, or contract terms

Saying you “work for the city,” “work for the provider,” or implying government affiliation

Using pressure, fear, or misleading urgency

Signing customers up without full consent

Forging signatures or altering documents (zero tolerance)

Required Conduct

Full transparency with customers

Accurate explanation of service, pricing, and commitments

Respectful and professional demeanor at all times

Leaving the home immediately when asked

Violations may result in termination and legal action.

11. Training & Certification Policy

Onboarding Requirements

All reps must complete:

Company onboarding

Product and provider training

Area safety orientation

CRM training

Licensing and badge approval

Ongoing Certification

Mandatory refresher courses

Product updates

Compliance renewals

Sales skill certification for leadership advancement

Untrained reps may not work in the field.

12. Daily & Weekly Reporting Policy

Reps must provide consistent communication and accurate documentation.

Daily Requirements

Territory check-in

CRM updates after each interaction

Daily production reporting

Communication with team leader

Weekly Requirements

KPI submissions

Team meetings (virtual or in person)

Progress reviews with leadership

Failure to report can affect territory assignments, bonuses, and leadership eligibility.

13. Competition & Incentive Eligibility Policy

To qualify for contests, bonuses, and trips, reps must:

Be active and in good standing

Meet minimum production thresholds

Have no outstanding compliance issues

Maintain accurate paperwork, CRM entries, and verifications

Follow company and provider rules

Leadership reserves the right to remove reps from incentives for misconduct or falsification.

14. Incident & Accident Reporting Policy

All incidents must be reported immediately to leadership.

Required to Report:

Injuries

Vehicle accidents

Property damage

Customer disputes

Police interactions

Safety hazards

Housing issues

A formal incident report may be required within 24 hours.

15. Rep Exit / Offboarding Policy

When a rep leaves Holy Trinity Sales:

Required Steps

Notify leadership with at least 24–48 hours’ notice

Return all equipment (tablet, badge, uniforms, devices)

Clear housing obligations

Complete final paperwork

Provide forwarding contact information

Final Pay

Pending commissions are paid according to provider timelines

Chargebacks, fees, and deductions may apply

Bonuses requiring continued employment may be forfeited

Post-Employment Restrictions

Confidentiality and non-disclosure obligations continue

Reps may not poach teams, customers, or proprietary materials

16. Media & Video Consent Policy

Holy Trinity Sales utilizes media for marketing, training, and social content.

Consent Requirements

Reps may be photographed or recorded during events, training, sales rallies, and field content.

All content captured by the company becomes the property of Holy Trinity Sales.

Reps must sign a media consent form prior to onboarding.

Reps may request removal of specific personal content at leadership’s discretion.

17. Leadership Conduct Policy

Field leaders must demonstrate the highest standards of professionalism.

Responsibilities

Training and mentorship of team members

Monitoring compliance and ethical behavior

Managing housing, transportation, and team operations

Ensuring accurate reporting and documentation

Resolving disputes quickly and professionally

Setting the tone for culture, unity, and excellence

Leadership Violations Include

Favoritism

Harassment or bullying

Mishandling housing funds or team finances

Manipulating overrides or stealing reps

Allowing unlicensed reps to work

Covering up misconduct

Leadership privileges may be removed at any time for violations.